Invoice History

Access your complete billing history to track expenses, download invoices, and manage your accounting records.

Viewing Invoice History

Access Your Invoices

1. Go to Settings → Billing
2. Click "Billing History" or "Invoices"
3. View list of all transactions

Invoice List

Each entry shows:

Field	Description
Date	When the charge occurred
Description	What the charge was for
Amount	Charge amount
Status	Paid, pending, or failed
Actions	Download, view details

Downloading Invoices

Individual Invoice

1. Find the invoice in your history
2. Click "Download" or the PDF icon
3. Invoice downloads to your device

Bulk Download

Scale Plan

For multiple invoices:

1. Go to Billing History
2. Select date range
3. Click "Download All"
4. Receive ZIP file with all invoices

Invoice Details

What's on Each Invoice

Section	Content
Invoice Number	Unique identifier
Issue Date	When invoice was created
Due Date	When payment was due
Bill To	Your billing details
Description	Service details
Period	Service period covered
Amount	Subtotal
Tax	Applicable taxes (if any)
Total	Final amount
Payment Status	Paid/unpaid

Sample Invoice Information

Invoice #INV-2025-001234
Issue Date: January 15, 2025
Bill To: Your Company Name

Description: Zenovay Pro Plan - Monthly
Period: January 15 - February 14, 2025
Amount: $20.00

Subtotal: $20.00
Tax (if applicable): $0.00
Total: $20.00

Status: PAID
Payment Date: January 15, 2025

Types of Charges

Subscription Charges

Regular charges for your plan:

• Monthly subscription
• Annual subscription
• Plan upgrades

Overage Charges

Charges for exceeding limits:

• Event overage
• Additional usage

One-Time Charges

Special charges:

• Setup fees (Enterprise)
• Custom services
• Add-ons

Credits

Adjustments in your favor:

• Proration credits
• Refunds
• Promotional credits

Updating Invoice Information

Company Details

Update billing information on invoices:

1. Go to Settings → Billing
2. Find "Billing Information"
3. Update:
   • Company name
   • Address
   • Tax ID/VAT number
4. Save changes

Tax Information

Add VAT/Tax ID for proper invoicing:

1. Go to Settings → Billing → Tax Information
2. Enter your VAT number or Tax ID
3. Save
4. Future invoices include this information

Payment Status

Status Types

Status	Meaning	Action Needed
Paid	Successfully charged	None
Pending	Processing	Wait
Failed	Payment unsuccessful	Update payment method
Refunded	Money returned	None

Failed Payments

If payment failed:

1. Check invoice for reason
2. Update payment method
3. Payment retries automatically
4. Or manually retry from invoice

Receipt Emails

Automatic Receipts

Receipts are emailed automatically after:

• Successful payments
• Plan changes
• Refunds

Email Contents

• Invoice summary
• PDF attachment
• Quick link to billing portal

Managing Email Receipts

Change receipt settings:

1. Go to Settings and check notification preferences
2. Find "Billing Emails"
3. Toggle on/off
4. Add additional recipients

Exporting for Accounting

CSV Export

Pro Plan

Export transaction data:

1. Go to Billing History
2. Click "Export"
3. Select date range
4. Choose CSV format
5. Download file

CSV Contents

Column	Description
Date	Transaction date
Invoice Number	Unique ID
Description	Charge description
Amount	Charge amount
Currency	USD
Status	Payment status

Integration with Accounting Software

Export data for use with:

• QuickBooks
• Xero
• FreshBooks
• Any software accepting CSV

Annual Summaries

Year-End Summary

At year end, access summary of:

• Total charges
• Payment history
• Tax information

Generating Summary

1. Go to Billing History
2. Select full year range
3. Click "Generate Summary"
4. Download PDF report

Enterprise Billing

Enterprise Plan

Enterprise accounts have additional options:

Invoice Billing

• NET 30 payment terms
• Wire transfer
• Purchase orders
• Custom billing cycles

Custom Invoices

• Custom invoice formats
• Additional billing contacts
• Consolidated invoices
• Custom fields

FAQ

How far back can I see invoices?

Full billing history from account creation.

Can I get a corrected invoice?

Contact support for invoice corrections.

Can I add a PO number?

Enterprise accounts can add PO numbers. Others should add to notes.

Why don't I see my invoice?

Free accounts don't generate invoices. Check you're viewing the right account.

Can someone else receive invoices?

Add additional recipients in notification settings.

Troubleshooting

Invoice Not Downloading

• Try different browser
• Disable popup blockers
• Check download folder
• Contact support

Wrong Amount Shown

• Check for prorations
• Review plan changes in period
• Contact support to investigate

Next Steps

• Manage payment methods
• Understand billing
• Contact support for billing questions